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How to fill out the Guggenheim Life online
Filling out the Guggenheim Life Direct Deposit Authorization Form online is a straightforward process designed to facilitate automatic deposits to your bank account. This guide will take you through each section of the form, ensuring you provide all necessary information to complete your submission accurately.
Follow the steps to complete the Guggenheim Life form online.
- Press the ‘Get Form’ button to access the authorization form in your preferred editor.
- Fill in the contract number and the name of the contract owner in the designated fields.
- Provide the depository institution's name, address, city, state, and zip code in the depository information section.
- Select either the checking or savings account option. If you choose checking, ensure to attach a voided check or a photocopy. For savings accounts, attach a bank statement indicating the routing and account number.
- In the account information section, enter your name as it appears on the account, along with the routing number and account number. These details are essential for processing the direct deposit.
- Authorize the direct deposit by signing the authorization statement, ensuring that the signature matches the name on the account. If there are joint owners, both must sign.
- Complete the IRS certification statement by providing your correct Social Security Number or Taxpayer ID Number. Confirm that you are not under guardianship and that no bankruptcy proceedings are pending.
- Indicate the date and location where the form is filled out. Be sure to provide contact details including the owner’s telephone number and email address, if available.
- Have an adult witness who is not a beneficiary sign the form. Include their telephone number.
- Review all entries for accuracy, then save your changes. You can download, print, or share the completed form as needed.
Complete your Guggenheim Life Direct Deposit Authorization Form online today for a seamless banking experience.
Guggenheim Life and Annuity Company Review & Ratings. Guggenheim Life and Annuity are rated A- by AM Best and were recently purchased by Group 1001 Insurance Holdings LLC.
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